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How It Works

From sign-up to
first deal closed

Four steps. That is all it takes to go from paper-based sales to closing deals digitally in the field.

01

Sign Up & Configure

Create your account in minutes. Upload your logo, set up your service catalog with pricing, and configure your contract templates. THIO adapts to how you already sell -- you are not learning a new process, you are digitizing yours.

  • Import your service catalog and pricing
  • Upload company branding and logo
  • Configure contract templates
  • Set up territories and rep assignments
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Product screenshot

Coming soon

02

Connect Your Tools

Link the systems you already use. QuickBooks or Xero for accounting, PestPac or FieldRoutes for field service management, Google or Outlook calendar for scheduling. Everything syncs automatically -- no double entry.

  • QuickBooks / Xero accounting sync
  • PestPac / FieldRoutes integration
  • Google Calendar / Outlook scheduling
  • Stripe payment processing
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Product screenshot

Coming soon

03

Run Your First Inspection

Hand your rep an iPad and send them to a property. THIO guides them through the inspection step by step. Property diagrams are fetched automatically from county parcel data. Add findings, annotations, and measurements right on the diagram.

  • Guided inspection checklists
  • Auto property diagram from parcel data
  • Photo capture and annotations
  • Finding documentation with measurements
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Coming soon

04

Close the Deal

Generate a professional proposal from the inspection data. Present pricing options to the homeowner. Collect their signature on the iPad. Process payment right there in the driveway. Everything syncs to your office systems automatically. Done.

  • Professional proposal generation
  • On-screen contract signing
  • In-field payment collection
  • Automatic sync to all connected systems
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Product screenshot

Coming soon

Ready to get started?

Request a demo and we will walk you through everything -- from setup to your first closed deal. Most teams are up and running the same day.